SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $53,015 | -32.6% | 1,050 | -30.0% | 0.06% | -30.7% |
Q2 2023 | $78,645 | -2.2% | 1,500 | 0.0% | 0.09% | -7.4% |
Q1 2023 | $80,415 | +102996.2% | 1,500 | 0.0% | 0.10% | +4.4% |
Q4 2022 | $78 | -92.2% | 1,500 | 0.0% | 0.09% | +9000.0% |
Q3 2022 | $1,000 | -98.8% | 1,500 | 0.0% | 0.00% | -99.0% |
Q2 2022 | $84,000 | -7.7% | 1,500 | 0.0% | 0.10% | +13.8% |
Q1 2022 | $91,000 | -99.9% | 1,500 | 0.0% | 0.09% | +11.5% |
Q4 2021 | $94,335,000 | – | 1,500 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |